★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads: coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.
Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Manager record

Team Financial Group, LLC

Temecula, CA · CIK 1845163 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$253.09MReported 13F valueQ3 2026 · as filed
306Holdings listed
+7.4%vs prior quartervalue change includes market moves
6Quarters on record
Oct 30Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $203.4M$203.4MQ2 2025251 holdingsQ3 2025: $215.8M$215.8MQ3 2025257 holdingsQ4 2025: $220.4M$220.4MQ4 2025267 holdingsQ1 2026: $220.3M$220.3MQ1 2026273 holdingsQ2 2026: $235.5M$235.5MQ2 202656 holdingsQ3 2026: $253.1M$253.1MQ3 2026306 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 30 2026 13F-HR · period Q3 2026

$253.09M · 306 holdings listed · View original SEC filing ↗
Jul 13 2026 13F-HR · period Q2 2026

$235.55M · 56 holdings listed · View original SEC filing ↗
May 04 2026 13F-HR · period Q1 2026

$220.31M · 273 holdings listed · View original SEC filing ↗
Jan 13 2026 13F-HR · period Q4 2025

$220.42M · 267 holdings listed · View original SEC filing ↗
Oct 07 2025 13F-HR · period Q3 2025

$215.77M · 257 holdings listed · View original SEC filing ↗
Jul 22 2025 13F-HR · period Q2 2025

$203.41M · 251 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 30, 2026 · Change methodology